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Apr 12, 2010
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i do like bank of america. it's our biggest bank position by a fair amount for the long term. >> let's also talk about intel. that of course one of the big tech earnings reporting tomorrow after the bell. let's take our positions today. we did see some strength. nice turnaround actually intraday. and the semiconductor index. we had a cs upgrade of texas instruments and that sent that stock higher but eventually by the end of the day all these stocks were up nicely. >> intel's been a fascinating stock every earnings period since april of last year when they reported what was a pretty good quarter and the stock went from 16 down to 15. remember, that was sort of the sell first, ask questions later mode that people were in. stock subsequently rallied pretty nicely. as recently as the last quarter they reported a pretty significant quarter but the stock again failed at 22, actually traded down to i think 19 or so. intel's one of those stocks you have huge volume on earnings releases. my sense is they're going to ha
i do like bank of america. it's our biggest bank position by a fair amount for the long term. >> let's also talk about intel. that of course one of the big tech earnings reporting tomorrow after the bell. let's take our positions today. we did see some strength. nice turnaround actually intraday. and the semiconductor index. we had a cs upgrade of texas instruments and that sent that stock higher but eventually by the end of the day all these stocks were up nicely. >> intel's been a...
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Apr 19, 2010
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everyone else bank of america was up 12%, jpmorgan up 4%. this is where these guys should be making their money and these guys are not. >> okay. it is judah rhoden. we apologize to andrew rhoden. but they are withholding their votes for andrew liverus and judith rhoden ahead of the shareholders meeting tomorrow. changing gears here, g.i. joe and the transformers grab the headlines. is the success of toys like these -- this is my little pony convertible. these are helping hasbro shares jump nearly 3%. with the consumer showing signs -- >> is it safe? >> the pony -- the ponies are strapped in. anyway. anyway. can shareholders expect more days like today? on the fast line hasbro ceo and "fast money" friend brian goldner. brian, we're having some fun with the ponies here on set. good to have you. >> hey, nice to see you guys. >> you said on the conference call that you feel more confident than you did 90 days ago in terms of reaffirming your 2010. what exactly happened in the past 90 days that made you more confident? are you seeing more orders?
everyone else bank of america was up 12%, jpmorgan up 4%. this is where these guys should be making their money and these guys are not. >> okay. it is judah rhoden. we apologize to andrew rhoden. but they are withholding their votes for andrew liverus and judith rhoden ahead of the shareholders meeting tomorrow. changing gears here, g.i. joe and the transformers grab the headlines. is the success of toys like these -- this is my little pony convertible. these are helping hasbro shares...
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Apr 7, 2010
04/10
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i'm long bank of america. i'm long jpmorgan. i thought the price action was really good in bankamerica, not quite as good in jpmorgan. but one other thing that's interesting besides the bond auction that tim touched on was the credit data. i actually don't know what to make of that. people spent much less than expected in terms of credit balances. that is -- you could take that two different ways, one of which would be bad for consumer discretionary. >> stock stories. have you got a good stock story? >> i thought today's action was really good. i thought the rotation, what you had was the rotation. so while some money was coming out of some commodity stocks, it was going into the financials. you had every reason, as tim mentioned, you had every reason early this morning it to think today might have been the day you had a major sort of sell-off or retraction here. you had a lot of concern about greece, and you had a lot of fear about the auction this morning. >> yep. >> before the auction took place. and you didn't have that majo
i'm long bank of america. i'm long jpmorgan. i thought the price action was really good in bankamerica, not quite as good in jpmorgan. but one other thing that's interesting besides the bond auction that tim touched on was the credit data. i actually don't know what to make of that. people spent much less than expected in terms of credit balances. that is -- you could take that two different ways, one of which would be bad for consumer discretionary. >> stock stories. have you got a good...
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Apr 8, 2010
04/10
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capitalism in america is alive and well. you opened your wallet, you spent money buying clothes, you gambled, you speculated on stocks. now our mission is to make money from those great single-stock stories in america. >> that is some energy you have there. smack me on the head and tale me i'm healed. smack me on the head right now. >> give me a single stock story. >> jpmorgan, morgan stanley and goldman sachs. they trailed the rest of the group. they've caught up lately. this is where you're going to make the money. buy the financials, buy the laggards. that's where you want to be right now. >> i'm glad you're so happy because i'm not after today. >> you lost money today? >>'m representative of the hedge fund community out there looking at the market and continuing after yesterday's market saying sold. consumer discretionary, oil against it. that didn't work out too well. do i trust the rally? no, absolutely not. but he who fights and runs away lives to fight another day. consumer credit is coming back. consumer is spending
capitalism in america is alive and well. you opened your wallet, you spent money buying clothes, you gambled, you speculated on stocks. now our mission is to make money from those great single-stock stories in america. >> that is some energy you have there. smack me on the head and tale me i'm healed. smack me on the head right now. >> give me a single stock story. >> jpmorgan, morgan stanley and goldman sachs. they trailed the rest of the group. they've caught up lately. this...
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Apr 16, 2010
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they blew it with the bank of america case. they need to show that they can go up against the goldman sachs dream team of lawyers and win. >> jake, we've got to leave it there. thanks so much for phoning in and of course keep us updated on any litigation you hear. gary kaminsky, you're listening in to what jake was saying. what do you think? >> again, i refer to the blodgett thing and i'm going to have to disagree with jacob there. kaminsky, zamansky. this is not like that because the buyers of these products were well aware that these were how these products were constructed. it's not the same thing. it's very good press. it's very good in front of financial regulation. let me just give you one quick point, melissa. the buzz within goldman, i believe, at the end of the day here today was that this is really not a strong case, it was very strange this thing came out midday. something like that has not happened before. it's very unprecedented. and at the end of the day these were sophisticated -- >> got it. >> -- institutional b
they blew it with the bank of america case. they need to show that they can go up against the goldman sachs dream team of lawyers and win. >> jake, we've got to leave it there. thanks so much for phoning in and of course keep us updated on any litigation you hear. gary kaminsky, you're listening in to what jake was saying. what do you think? >> again, i refer to the blodgett thing and i'm going to have to disagree with jacob there. kaminsky, zamansky. this is not like that because...
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Apr 26, 2010
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and the real up side was in latin america and specifically brazil. can we actually use this as a good metric for the u.s. economy at this point? >> you can because there's so much globalization that we know, you know, and we've made this point many times. the global growth is what's going to drive the u.s. economy. the conversations today, this morning is the economy is performing better than anybody would have expected. sought conversation is going to move to higher rates. if you look at the new high list today, which i always, do and you look at the xhkly sensitive names, the trade continues to be pate participation in higher interest rate beta names. >> hold on, gary, i want to bring in patty edwards at the prop desk. patty, you dissent. >> i don't total liu dissent, but what i do want to bring up, melissa mentioned the fact we have all those rebates that have come out. it was a big deal for them in the u.s. this quarter. but beyond that a lot of what you're seeing is the foreclosures that are coming through. and eventually that is going to go awa
and the real up side was in latin america and specifically brazil. can we actually use this as a good metric for the u.s. economy at this point? >> you can because there's so much globalization that we know, you know, and we've made this point many times. the global growth is what's going to drive the u.s. economy. the conversations today, this morning is the economy is performing better than anybody would have expected. sought conversation is going to move to higher rates. if you look at...
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Apr 21, 2010
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could the plan to energize america energize your portfolio? cramer's one on one with the shaw group's ceo. "mad money," next on cnbc. ♪ well, look who's here. it's ellen. hey, mayor white. how you doing? great. come on in. would you like to see our new police department? yeah, all right. this way. and here it is. completely networked. so, anything happening, suz? she's all good. oh, my gosh. is that my car? [ whirring ] [ female announcer ] the new community. see it. live it. share it. on the human network. cisco. >>> i'm jim cramer, and welcome to my world. >> you need to get in the game. >> firms are going to go out of business, and he's nuts! they're nuts! they know nothing! >> i always like to say there's a bull market somewhere. >> "mad money." you can't afford to miss it. >>> hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends. uh-uh. just trying to make you money. my job is also to entertain and to educate you. so call me at 1-800-743-cnbc. by now it's pretty clear that most people in this
could the plan to energize america energize your portfolio? cramer's one on one with the shaw group's ceo. "mad money," next on cnbc. ♪ well, look who's here. it's ellen. hey, mayor white. how you doing? great. come on in. would you like to see our new police department? yeah, all right. this way. and here it is. completely networked. so, anything happening, suz? she's all good. oh, my gosh. is that my car? [ whirring ] [ female announcer ] the new community. see it. live it. share...
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Apr 23, 2010
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when america's post-market show continues. u.s. and foreign stocks online, in 12 markets, 24 hours a day, all from the same account, and settle in u.s. dollars or the local currency. plus, we'll guide you with international research and realtime quotes, so you can diversify your portfolio, wherever -- whenever. and we'll be on call around the clock, while you trade around the globe. fidelity investments. turn here. >>> let's break down some of those headlines. first of all, the fed holding a two-day meeting on interest rates mid-week. our own steve liesman reporting today they will likely indicate that mbs asset sales will likely begin sometime sooner rather than later. joe, i was talking to some economists this morning on strrt strrt and one of them said that's not going to be happening for a long streit and if it does, they will pull back. >> the fed has said they will come in and support mortgages if they need to. i think it's a mistake to think you're going to see any move in the fed funds rate. you're looking at a meeting next
when america's post-market show continues. u.s. and foreign stocks online, in 12 markets, 24 hours a day, all from the same account, and settle in u.s. dollars or the local currency. plus, we'll guide you with international research and realtime quotes, so you can diversify your portfolio, wherever -- whenever. and we'll be on call around the clock, while you trade around the globe. fidelity investments. turn here. >>> let's break down some of those headlines. first of all, the fed...
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Apr 15, 2010
04/10
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. >> tomorrow morning, the pressure is on bank of america, and ge. they're going to have to reverse a lot of negative momentum you're having here with some of these earnings releases. >> we're still tracking the comments coming off of that google conference call. the cfo saying they really believe they made the right china decision and the mobile business is growing nicely. it's a profitable business. we're still on that story, we're staying on that story throughout the course of the evening. in the meantime, let's take a big picture view of the markets. despite more than 150 names hitting 52-week highs today. our next guest says the chart is at a critical level. thanks for being here. >> right now we're at a critical and dangerous point in the s&p 500. we have had a retrenchment to 62% of the october '07 highs. that's an credible run. and 62% in technical analysis is a very important resistance point. and anything could happen, whether it be earnings or an exgenic shock and we could see a real trace backwards. don't think it's going to break through
. >> tomorrow morning, the pressure is on bank of america, and ge. they're going to have to reverse a lot of negative momentum you're having here with some of these earnings releases. >> we're still tracking the comments coming off of that google conference call. the cfo saying they really believe they made the right china decision and the mobile business is growing nicely. it's a profitable business. we're still on that story, we're staying on that story throughout the course of...
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Apr 9, 2010
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we've got jpmorgan and bank of america -- >> bank of america is your big hold. >> it is my very big hold. i actually added today with the bank of america april options, which only have a week left to run. the 18s were 12 cents over the stock. when you're only paying 12 cents over to protect all your down side and you have two very big events, i think that's a lot of volatility to buy for not a lot of money. >> will you be trading in the wake of what morgan stanley says on -- will you use it as a bellwether? >> not really. >> real quick because i know we're running low on time, but do you think these stocks are priced for perfection in earnings? >> that did happen last quarter. people got really excited heading into earnings. that could happen again. they could trade off for sure. but long-term i think bank of america's still an excellent -- >> brian kelly, give me a second derivative. >> when you're looking at these jpmorgan and bank of america earnings, everybody's going to be looking at delinquencies and non-performing loans. if they come in better, which i think they may, you want to
we've got jpmorgan and bank of america -- >> bank of america is your big hold. >> it is my very big hold. i actually added today with the bank of america april options, which only have a week left to run. the 18s were 12 cents over the stock. when you're only paying 12 cents over to protect all your down side and you have two very big events, i think that's a lot of volatility to buy for not a lot of money. >> will you be trading in the wake of what morgan stanley says on --...
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Apr 6, 2010
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>> i know you love bank of america. but right now if you wanted to buy a bank, would it be wells fargo or bank of america? >> i'm sticking with bank of america. >> all righty. >> i'm a long-term thinker, regis. a guy like you, long-term thinker. could trade down a little if the earnings aren't quite up to par. but that's all right. hold on to it for the long term you will make money. i absolutely hold it. it's one of our biggest positions. i will hold it for a long time. >> okay. i will too then. >> regis, who have you got coming up on the show? >> well, we've got tina fey tomorrow and steve carell. they've got a new movie coming out. it's going to be a lot of fun to be with them. >> excellent, sir. "live with regis & kelly" can be seen of course every weekday morgan in national syndication. check local listings for station times and so on. the final trade on "fast money" after the break. ♪ one shining moment >>> we have some breaking news for you. shares of directv are halted after hours. gary, what do you think that
>> i know you love bank of america. but right now if you wanted to buy a bank, would it be wells fargo or bank of america? >> i'm sticking with bank of america. >> all righty. >> i'm a long-term thinker, regis. a guy like you, long-term thinker. could trade down a little if the earnings aren't quite up to par. but that's all right. hold on to it for the long term you will make money. i absolutely hold it. it's one of our biggest positions. i will hold it for a long time....
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Apr 22, 2010
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do you think we can see bank of america approach 20? . >> i think bank of america can easily approach 20. what's happening is the yield curve is positively sloped. they turn banking geniuses out of banking idiots. you can come over a period of time, earn from 0% on demand deposits to lending the government at 2.5% to making loans eventually, and they will make loans eventually once again. i think out of the odam ma administrati administration, i hope very little reform will come out. i'm very fearful. but they talked about the volcker rule. i hope that doesn't get put into effect. >> thanks for your time. >>> coming up, an exclusive interview with the nasdaq ceo's bob greifeld's reaction to obama's speech. >>> they say timing is everything, but when it comes to spotting a market top, the retail investor may be way off plus a volcanic eruption may have grounded passengers and sunk airline stocks but this surge could bring pain to another sector. d# 1-800-345-2550 if it was up to me? tdd# 1-800-345-2550 investment firms wouldn't even drea
do you think we can see bank of america approach 20? . >> i think bank of america can easily approach 20. what's happening is the yield curve is positively sloped. they turn banking geniuses out of banking idiots. you can come over a period of time, earn from 0% on demand deposits to lending the government at 2.5% to making loans eventually, and they will make loans eventually once again. i think out of the odam ma administrati administration, i hope very little reform will come out. i'm...
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Apr 14, 2010
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another 750,000 were over in bank of america. the financials are the focus right now. and i tell you what, i think the options right now are the best tool you can have in your toolbelt to allow you at 1,200 to participate in the market. >> options, yes. buying protection, yes. but your tilt is definitively bullish, correct? >> absolutely. part of that is, i'll give you examples on stocks or options where i've actually had an opportunity, citi would be a great example today. that stock just continues to move higher and higher, continues to get closer to $5. if you've got four calls, take some of those off, move into the fives, get a little bang for your buck. and bank of america coming later in the week, that could be something to push citi as well. >> let's talk trannies, tim. this should be a good economic indicator. trannies, 52-week high today. ups in the after-hours session if we could check the chart here, up 3% on guiding higher for the full year. >> it's a great indicator, and it's worked, and this market has been led by the transportation. and in fact, i said y
another 750,000 were over in bank of america. the financials are the focus right now. and i tell you what, i think the options right now are the best tool you can have in your toolbelt to allow you at 1,200 to participate in the market. >> options, yes. buying protection, yes. but your tilt is definitively bullish, correct? >> absolutely. part of that is, i'll give you examples on stocks or options where i've actually had an opportunity, citi would be a great example today. that...
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Apr 13, 2010
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pop for rail america, was up 4%. >> car loads for march up almost 9%. big numbers for them. now you see csx. it all makes sense. although r.a. is a little expensive for me on valuation. >> intuitive surgical up 4%. >> robotic surgery instruments. what is it -- this thing is incredible but it's up over 250% you've got to pull back. >> cnooc was a dropper. >> they benefit from this because they've been subsidizing lower prices. i like this stock. >> baker hughes down 1% today. karen. >> 1% oil is down a little. not that big of a deal. i like rowan instead. >> fine, pooh-pooh it. final trade after this. bull market or bear, traders are always hungry for ideas. so, i start my trading day with td ameritrade's morning perspective. this is key. and look at this. pattern matcher. spots technical patterns automatically. this is what i need. look at that head and shoulders right there. it's like pattern x-ray vision. it's like, uh, a pattern radar. shouldn't you be trading with td ameritrade? that's an idea. this is such the edge. announcer: trade commission free for 30 days, plus get
pop for rail america, was up 4%. >> car loads for march up almost 9%. big numbers for them. now you see csx. it all makes sense. although r.a. is a little expensive for me on valuation. >> intuitive surgical up 4%. >> robotic surgery instruments. what is it -- this thing is incredible but it's up over 250% you've got to pull back. >> cnooc was a dropper. >> they benefit from this because they've been subsidizing lower prices. i like this stock. >> baker...
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Apr 1, 2010
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. >> this is america, people. we don't read. >> come on. >> it's all about the video. >> speak for yourself. >> all right, i don't read. >> how do you think i find tiny bradshaw. you don't just make that stuff up. google it! >> you didn't get that from reading, did you? >> topeka it. >> yeah, topeka it. >>> raves for steve's new superstar? surprise, surprise. the real profits are in the plays off the ipad. will it knock off notebooks? kill the kindle? the hidden trades behind the hype. plus, sneaker stock, one-on-one analyst foot fetish. while the one-on-one manager gets two black eyes. we have the quirkiest quarter calls when we continue. >>> welcome back to "fast money." the jobs report, it has been weighs on the minds of traders all week. as the critical data point will be released on a day when the market is actually closed. but our next guest says fear not, and he was, we should note, spot on with his dpaul call last time around with these numbers. joe, you are optimistic more than the street, why? >> thank y
. >> this is america, people. we don't read. >> come on. >> it's all about the video. >> speak for yourself. >> all right, i don't read. >> how do you think i find tiny bradshaw. you don't just make that stuff up. google it! >> you didn't get that from reading, did you? >> topeka it. >> yeah, topeka it. >>> raves for steve's new superstar? surprise, surprise. the real profits are in the plays off the ipad. will it knock off...
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Apr 30, 2010
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when america's post-market show continues. hey, aren't you... supposed to be following that fidelity green line? well, yeah, but it keeps leading me back to my old office. i think it might be broken. or maybe it's trying to tell you something. yeah, but what could it be trying... oh, i left my 401(k) at my old job. and i left a jacket on the back of my door. but i think the line is talking about my 401(k). leave a 401(k) behind? roll it over with the company that's helping more people reach retirement than anyone else. when it comes to investing, never settle. fidelity investments. >>> welcome back. oil service names seeing heavy selling pressure in today's tape as the oil spill in the gulf of mexico gets set to hit the u.s. shoreline. halliburton and transocean citing liability risk from the spill. karen, yesterday you indicated you were buying calls. >> buying calls. >> and you did that today again. >> i was happy to -- well, i did it today. again, the calls are the only good part of it that they -- i know how much i can lose. now i have a muc
when america's post-market show continues. hey, aren't you... supposed to be following that fidelity green line? well, yeah, but it keeps leading me back to my old office. i think it might be broken. or maybe it's trying to tell you something. yeah, but what could it be trying... oh, i left my 401(k) at my old job. and i left a jacket on the back of my door. but i think the line is talking about my 401(k). leave a 401(k) behind? roll it over with the company that's helping more people reach...
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Apr 5, 2010
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he manages $8 billion in latin america. and importantly, we want to talk to you, bill, about brazil. there is a lot of chatter now that perhaps things are beginning to top out on brazil. there's a lot of headway potentially moving forward. how do you feel about it? >> i think the underperformance in the first quarter had really not much to do with brazil but it was more regarding overall global risk appetite. when you look at the brazilian story itself fundamentals continue to get better, employment is improving, they're just in on their second round of government investments on the infrastructure side. you still have the world cup and olympics people got excited about just to start going in terms of investments with that. and on top of that you also have good news on the commodities side. a lot of the brazilian market is commodity related. it's not what we're most excited about but i think it's also where you have good up side. >> let's get to nap will, hey, it's tim. is this a commodity story or a domestic story? what peo
he manages $8 billion in latin america. and importantly, we want to talk to you, bill, about brazil. there is a lot of chatter now that perhaps things are beginning to top out on brazil. there's a lot of headway potentially moving forward. how do you feel about it? >> i think the underperformance in the first quarter had really not much to do with brazil but it was more regarding overall global risk appetite. when you look at the brazilian story itself fundamentals continue to get better,...
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Apr 28, 2010
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now america knows. let's move on. while you were busy watching lloyd and company testify yesterday, the market fell triple digits as greek debt was whacked today, renewed calm as european leaders rushed to put together an aid package. but that calm is short-lived says our next guest, peter bo boockvar. >> the greece situation is more than a 2 1/2% pimple on the face of the euro zone gdp. there are three main ripple effects. port gashlgs ireland, italy, spain, and greece make up 35% of eurozone gdp. each of those countries are going to be implementing tough a austerity packages. lower wages, lower spending. each of those regions are seeing a higher cost of funding, a higher cost of borrowing for businesses and consumers. at the same time a lot of the european banks now are clogged with a lot of their sovereign debt. and number three, with a quarter of eurozone and gdp contributing to global growth, that potentially has an impact on the fledgling recovery both in the u.s. and in asia. >> so peter, what's the trade then?
now america knows. let's move on. while you were busy watching lloyd and company testify yesterday, the market fell triple digits as greek debt was whacked today, renewed calm as european leaders rushed to put together an aid package. but that calm is short-lived says our next guest, peter bo boockvar. >> the greece situation is more than a 2 1/2% pimple on the face of the euro zone gdp. there are three main ripple effects. port gashlgs ireland, italy, spain, and greece make up 35% of...
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Apr 20, 2010
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when america's post-market show continues. >>> welcome back. we've got some breaking news off of that apple conference call. let's go straight to jim goldman. something about china, jim, huh? >> yeah, you know, it's not common for apple to break out individual regions or give specific information like this, but it looks like the company is taking that turn when it comes to the performance of iphone in china. the company says that iphone is up about ninefold in terms of growth from what it went in to where it is now as far as market penetration is concerned. the company generating $1.3 billion in revenue in that region during the first half of its fiscal -- of its fiscal year. so we're talking about a company that is enjoying dramatic penetrati penetration, in arguably one of the most important regions in the world as far as smartphones are concerned certainly, and as far as broader consumer electronics is concerned more generally. so you're talking about just enormous numbers. the company also saying it will open 40 to 50 new retail stores, hal
when america's post-market show continues. >>> welcome back. we've got some breaking news off of that apple conference call. let's go straight to jim goldman. something about china, jim, huh? >> yeah, you know, it's not common for apple to break out individual regions or give specific information like this, but it looks like the company is taking that turn when it comes to the performance of iphone in china. the company says that iphone is up about ninefold in terms of growth...